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Equibles

Bullock Wealth Management Group

Position in MSFT — Microsoft Corp

CIK 2067581 BLOOMINGTON, IN
Back to MSFT Full portfolio

Position in MSFT

as of Sep 30, 2026 · filed Oct 9, 2026
Position Value
$5,500,852
+$1,465,149 QoQ
Shares Held
10,725
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.60%
of 13F equity value
Holder Rank
#162
of 349 holders
Holding Since
Mar 2024
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Sep 30, 2026

Bullock Wealth Management Group holds $11,517,023 across 17 Software - Infrastructure names. MSFT ranks #1 (47.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
This page 		10,725 $5,500,852
2 PLTR
Palantir Technologies Inc.
 10,345 $1,935,032
3 PANW
Palo Alto Networks Inc
 4,296 $1,706,843
4 FTNT
Fortinet, Inc.
 8,717 $1,558,250
5 ORCL
Oracle Corp
 3,263 $448,009
6 CRWV
CoreWeave, Inc.
 1,629 $141,918
7 FFIV
F5, Inc.
 227 $101,055
8 NTAP
NetApp, Inc.
 167 $35,083

All Filings in MSFT

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $5,500,852 10,725
2026-06-30 $4,035,703 10,819
2026-03-31 $4,069,648 10,994
2025-12-31 $5,399,133 11,164
2025-09-30 $5,700,557 11,006
2025-06-30 $5,538,162 11,134
2025-03-31 $4,236,651 11,286
2024-12-31 $4,800,042 11,388
2024-09-30 $4,841,735 11,252
2024-06-30 $4,961,591 11,101
2024-03-31 $4,752,453 11,296